Factor Based Trading Strategies

Selects the most under-valued stocks that were recently upgraded by analysts.

Annual returns from 2000-2020 = 18.7%

Selects stocks with better than expected earnings in the most recent quarter.

Annual returns from 2000-2020 = 16.5%

Selects stocks that are being purchased by top performing institutional investors.

Annual returns from 2000-2020 is 15.4%

Selects stocks with the best management, earnings growth and financial condition.

Annual returns from 2000-2020 = 19.6%

Selects sectors that are primed to outperform in the current stage of the business cycle.

Annual returns from 2000-2020 is 14.9%

Selects factor ETFs that are primed to out- perform in the current market environment.

Annual returns from 2010-2020 = 14.6%